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BLUEPOINT INVESTMENT COUNSEL, LLC
BLUEPOINT INVESTMENT COUNSEL, LLC
MADISON, Wisconsin
·
1 registered advisor
·
CRD# 160298
SEC# 801-73033
0
608-828-6286
01
Firm Overview
AUM
$125M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at BLUEPOINT INVESTMENT COUNSEL, LLC
1 registered advisor
Lauren Marie Kelly
MADISON, Wisconsin
CRD# 3244983
05
Office Locations
MADISON, Wisconsin
1 advisor
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Data sourced from SEC Form ADV filings. BLUEPOINT INVESTMENT COUNSEL, LLC (CRD# 160298) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.